EVAGX Mutual Fund

NAV$15.21

Returns Overview

1 Month
+0.46%
3 Months
+14.63%
6 Months
+14.03%
YTD
+14.03%
1 Year
+25.81%
3 Years (annualized)
+18.11%
5 Years (annualized)
+9.29%
10 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EVAGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.03%
Peer Avg (YTD)
+6.73%
vs Peers
+7.30%

EVAGX Mutual Fund Performance

EVAGX performance across multiple time periods: 1-month 0.46%, YTD 14.03%, 1-year 25.81%, 3-year 18.11%, 5-year 9.29%, 10-year 11.36%.

EVAGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

EVAGX performance comparison shows side-by-side returns with another fund. EVAGX alternatives are available in the Mutual Fund Screener.